SHJ
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Sharkey, Howes & Javer’s Invesco NASDAQ Internet ETF PNQI Stock Holding History

Sharkey, Howes & Javer’s Portfolio PNQI Stock Details PNQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-670
Closed -$18K – 141
2019
Q2 		$18K Hold
670
– – 0.01% 141
2019
Q1 		$18K Hold
670
– – 0.01% 142
2018
Q4 		$15K Hold
670
– – 0.01% 141
2018
Q3 		$18K Hold
670
– – 0.01% 146
2018
Q2 		$19K Hold
670
– – 0.01% 143
2018
Q1 		$17K Sell
670
-635
-49% -$16.4K 0.01% 134
2017
Q4 		$13K Buy
1,305
+635
+95% +$14.5K 0.01% 143
2017
Q3 		$15K Buy
+670
New +$14.6K 0.01% 140

Other funds holding PNQI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return